There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage your taxes and benefit the charity. If you have held the stock for more than … Read More
CARES Act Update on EBSA Disaster Relief Notice 2020-01
CARES Act Update: On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA.
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Direct Federal.
They deployed a Community Action Group, made up of Direct Federal employees, to proactively reach out to high-risk members and address any needs they have.
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Franklin Sports.
The family run business, which started in 1946, knew they wanted to make a difference during this pandemic. After some research, Franklin Sports decided to partner with one of their trusted factories overseas to produce large quantities of FDA approved, Level 1 ASTM Disposable Face Masks
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Family Services of Rhode Island
Since the start of the pandemic, Family Service of Rhode Island has served over 4,352 people in need through their BE SAFE Campaign by delivering kits.
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: United Way
From its jointly established response fund, the Rhode Island Foundation and United Way of Rhode Island have awarded a total of $5.7 million in grants to 130 local organizations at the forefront of COVID-19 response.
PensionmarkMeridien Thanks Clients in Action: Profiles in Kindness
Today’s Client in Action: Lifespan
We wish to offer our profound gratitude to the physicians, nurses, technicians, housekeepers, administrators, supply handlers and all others there who are treating and comforting our families, friends and communities.
Named To NAPA Top DC Advisor Teams 2019
Along with the twenty-five (25) regional Pensionmark offices named, we know many of the firms listed and are humbled to be in such esteemed company.